# SharePoint Integration

Most enterprise AV firms run SharePoint. AS-builts, project libraries, dealer-program docs, manufacturer spec drops. Connect AVCodex to SharePoint and it navigates your sites, libraries, and folders the way your engineers already do.

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Connect Microsoft SharePoint to your AVCodex agent so it can browse sites, search document libraries, read or upload files, and edit Excel spreadsheets at the cell level across your organization's SharePoint environment.

## What the AI Can Do

Once connected, your agent gains twelve tools for navigating SharePoint's site-and-library structure and editing Excel workbooks in place:

| Tool | Description |
|------|-------------|
| **sharepoint_list_sites** | Discover accessible SharePoint sites |
| **sharepoint_list_drives** | List document libraries within a site |
| **sharepoint_search_files** | Search for files by name or content within a library |
| **sharepoint_list_files** | Browse files and folders in a library |
| **sharepoint_read_file** | Read the contents of a file |
| **sharepoint_get_metadata** | Get detailed file or folder metadata |
| **sharepoint_upload_file** | Upload a text file to a document library |
| **sharepoint_excel_get_worksheets** | List worksheets (tabs) in an Excel file |
| **sharepoint_excel_read_range** | Read a specific cell range (e.g. `A1:D10`) |
| **sharepoint_excel_write_range** | Write values to a specific cell range, in place |
| **sharepoint_excel_append_row** | Append a row to the bottom of a worksheet |
| **sharepoint_excel_get_used_range** | Read all populated data in a worksheet |

### Supported File Types

- **PDFs, Word (.docx), Excel (.xlsx), PowerPoint (.pptx)**: extracted via document parsing (Crestron submittals, Q-SYS Designer exports, AS-built drawings)
- **Text files** (JSON, CSV, XML, Markdown, code): read directly (control system code, signal flow JSON exports)
- **Binary files** are identified but cannot be displayed as text

## Connecting SharePoint

  **1.**
    **Open the Integrations tab**

    In your agent's builder, navigate to the **Build** section and select the **Integrations** tab. Find **Microsoft SharePoint** in the list of available integrations.

  **2.**
    **Click Connect**

    Click the **Connect** button next to SharePoint. A Microsoft OAuth popup will appear.

  **3.**
    **Authorize access**

    Sign in with your Microsoft work account and grant the requested permissions. The integration requests file read/write access and site read access.

    > **Note:** SharePoint access depends on your organization's Microsoft 365 permissions. The agent can only access sites and libraries that the connected account has permission to view.

  **4.**
    **Test it out**

    Once connected, open the chat preview and try:
    - "List my SharePoint sites"
    - "Show the document libraries in the Engineering site"
    - "Search for the Acme HQ AS-built in the Projects library"

## Site and Library Navigation

Unlike OneDrive (which has a single personal drive), SharePoint organizes content into **sites** and **document libraries**. The agent navigates this hierarchy naturally:

1. **List sites** to discover available SharePoint sites
2. **List drives** within a site to find its document libraries
3. **Search or list files** within a specific library
4. **Read or upload** files by item ID or path

The agent handles this multi-step navigation automatically. Asking "find the Crestron NVX commissioning checklist on SharePoint" triggers the agent to search across the appropriate sites and libraries.

## Folder and Site Restrictions

You can restrict the integration to specific sites, drives, and folders:

- **Site restrictions** limit which SharePoint sites are visible
- **Drive restrictions** limit which document libraries within a site are accessible
- **Folder restrictions** limit access to specific folders within a library

Useful in enterprise integrators where you want the agent scoped to engineering or to a specific multi-room project (e.g., the Acme Corp 40-room refresh).

## Editing Excel Files

The Excel workbook tools let the agent edit spreadsheets **in place** without replacing the whole file. Powered by the Microsoft Graph workbook API and uses the same OAuth connection you already authorized. No separate Azure AD app registration required.

Typical workflow:

1. **Discover structure**: "List the worksheets in the Acme HQ BOM on SharePoint"
2. **Read existing data**: "Show me cells A1:D20 of the Room Equipment sheet"
3. **Write or append**: "Set cell B5 to 'Shure MXA920'" or "Append a new row: Boardroom 7, Crestron HD-MD-300-C-E, 'received'"

Example prompts:

- "Add a row to the Truck-Roll Log with today's date, 'Acme HQ Boardroom 4', and 'replaced HDBaseT extender'"
- "Read the BOM table from cells A1:E50 and summarize which manufacturers are over budget"
- "Update the status column (D2:D15) to 'Commissioned' for all rooms in the list"
- "What's in the Equipment sheet of `/Shared Documents/Acme-HQ-BOM.xlsx`?"

The agent automatically figures out worksheet names, used ranges, and column letters. You just describe what you want to do.

## Example Use Cases

- **Engineering doc search**: "Find the latest Crestron NVX firmware release notes on SharePoint"
- **Project file access**: "What's in the Acme HQ project library?"
- **Cross-site search**: "Search all SharePoint sites for documents about the dealer-program rollout"
- **Doc upload**: "Upload this commissioning summary to the project library"
- **BOM updates**: "Log this site visit to the Acme HQ truck-roll tracker spreadsheet"
- **Compliance**: "Find the most recent commissioning sign-off for the courthouse project and summarize it"

## Billing

SharePoint tool calls use your standard LLM token billing. There is no separate per-call fee.

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